AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MC

Michelle Carter

Some features on this profile are disabled
CRD#: 7772226
MC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michelle Carter was a registered financial professional .

Michelle is a previously registered financial professional and started their career in finance in 2023. Michelle had worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 22, 2023 - September 19, 2023

DIVCO WEST REAL ESTATE SERVICES, LLC

RIA
CRD#: 156762
Austin, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DIVCO WEST REAL ESTATE SERVICES, LLC
DIVCO MW CO-INVEST GP, LLC (RELYING ADVISER) | MARKET STREET CAPITAL ADVISORS, LLC (RELYING ADVISER) | DWF IV BUCKINGHAM ADVISOR, LLC (RELYING ADVISOR) | DIVCOWEST FUND V ADVISOR, LLC (RELYING ADVISER) | DIVCOWEST FUND IV ADVISORS, LLC (RELYING ADVISER) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISOR) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISER) | DIVCORE SUBORDINATE DEBT CLUB I ADVISORS, LLC (RELYING ADVISOR) | DIVCO WEST REAL ESTATE SERVICES, LLC | DIVCO NORTHPOINT GP, LLC (RELYING ADVISER) | DIVCO MW GP, LLC (RELYING ADVISER)

CRD#: 156762 / SEC#: 801-74082

RIA
Registered Investment Advisory firm - (3/23/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

DW
DIVCO WEST REAL ESTATE SERVICES, LLC
DIVCO MW CO-INVEST GP, LLC (RELYING ADVISER) | MARKET STREET CAPITAL ADVISORS, LLC (RELYING ADVISER) | DWF IV BUCKINGHAM ADVISOR, LLC (RELYING ADVISOR) | DIVCOWEST FUND V ADVISOR, LLC (RELYING ADVISER) | DIVCOWEST FUND IV ADVISORS, LLC (RELYING ADVISER) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISOR) | DIVCOWEST FUND III ADVISORS, LLC (RELYING ADVISER) | DIVCORE SUBORDINATE DEBT CLUB I ADVISORS, LLC (RELYING ADVISOR) | DIVCO WEST REAL ESTATE SERVICES, LLC | DIVCO NORTHPOINT GP, LLC (RELYING ADVISER) | DIVCO MW GP, LLC (RELYING ADVISER)

CRD#: 156762 / SEC#: 801-74082

RIA
Registered Investment Advisory firm - (3/23/2012 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
301 Howard Street Suite 2100, San Francisco, CA 94105
Mailing Address
Phone number
(415) 284-5700
Established
Firm type
Fiscal year end
# of Employees
198

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

DIVCO WEST REAL ESTATE SERVICES, LLC (2025) (3/31/2025)

Regulatory assets under management

Total Number of Accounts31
AUM (Assets Under Management)$ 15,742,896,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DIVCO WEST REAL ESTATE SERVICES, LLC

CRD#: 156762

TRUST BUT VERIFY

Monitor Michelle Carter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.